Unleashed
3 total works
Microsoft Dynamics®CRM 2016 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing every new Online and On-Premises version of Dynamics CRM 2016. Leading Dynamics implementer Marc Wolenik presents comprehensive coverage of configuring, customizing, and operating Dynamics to serve your organization’s unique needs. He illuminates Microsoft’s renewed focus on services, via the Interactive Service Hub (ISH) and advanced cross-platform mobile client support. You’ll also find extensive new coverage of key enhancements including xRM, Adxstudio Portals, FieldOne, Parature, Voice of the Customer, and FantasySalesTeam gamification.
In addition, this book is part of Sam’s Content Update Program. As Microsoft updates features of Windows 10, sections of this book will be updated or new sections will be added to match the updates to the software. The updates will be delivered to you via a free Web Edition of this book, which can be accessed with any Internet connection.
Wolenik’s example-rich guidance will be invaluable to every IT professional who intends to work with Dynamics CRM 2016, regardless of her experience with Dynamics, Salesforce, or other CRM solutions. Drawing on extensive insider knowledge, he systematically explains how Dynamics CRM 2016 works, why it works that way, and how to maximize its value. You’ll find proven best practices for using every significant Dynamics capability–information available in no other book.
Detailed information on how to…
Compare each version of Dynamics CRM 2016, make your best choice, and deploy painlessly
Leverage Dynamics CRM 2016 as a complete customer engagement solution for all channels and devices
Quickly apply capabilities that previously required extensive programming or complex workarounds
Efficiently manage accounts, leads, campaigns, collateral, cases, contacts, opportunities, orders, products, quotes, invoices, teams, and more
Integrate schedules, cases, contacts, and product/service information
Build powerful automated workflows, processes, and complete solutions
Customize product catalogs to reduce SKUs, create bundles, and define up-sells or cross-sells
Capture the Voice of the Customer with powerful new survey tools
Build state-of-the-art customer service dashboards
Create seamless, mobile-optimized self-service web portals with Adxstudio
Make CRM more fun and compelling with FantasySalesTeam games
Extend Dynamics CRM 2016 with custom plug-ins and add-ons
In addition, this book is part of Sam’s Content Update Program. As Microsoft updates features of Windows 10, sections of this book will be updated or new sections will be added to match the updates to the software. The updates will be delivered to you via a free Web Edition of this book, which can be accessed with any Internet connection.
Wolenik’s example-rich guidance will be invaluable to every IT professional who intends to work with Dynamics CRM 2016, regardless of her experience with Dynamics, Salesforce, or other CRM solutions. Drawing on extensive insider knowledge, he systematically explains how Dynamics CRM 2016 works, why it works that way, and how to maximize its value. You’ll find proven best practices for using every significant Dynamics capability–information available in no other book.
Detailed information on how to…
Compare each version of Dynamics CRM 2016, make your best choice, and deploy painlessly
Leverage Dynamics CRM 2016 as a complete customer engagement solution for all channels and devices
Quickly apply capabilities that previously required extensive programming or complex workarounds
Efficiently manage accounts, leads, campaigns, collateral, cases, contacts, opportunities, orders, products, quotes, invoices, teams, and more
Integrate schedules, cases, contacts, and product/service information
Build powerful automated workflows, processes, and complete solutions
Customize product catalogs to reduce SKUs, create bundles, and define up-sells or cross-sells
Capture the Voice of the Customer with powerful new survey tools
Build state-of-the-art customer service dashboards
Create seamless, mobile-optimized self-service web portals with Adxstudio
Make CRM more fun and compelling with FantasySalesTeam games
Extend Dynamics CRM 2016 with custom plug-ins and add-ons
Microsoft® Dynamics CRM 2011 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing the newest version of Dynamics CRM. Authored by three leading Microsoft Dynamics implementers, it illuminates new opportunities to deploy CRM as a hosted service (SaaS), integrate with Azure cloud services, and extend CRM through Microsoft's new online service marketplace. The authors systematically explain how Dynamics CRM 2011 works, illuminating why it works that way, and how to drive maximum business value from it. Drawing on insider knowledge of Microsoft's new product, they present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. Their far-reaching coverage ranges from Dynamics CRM's sales, marketing, and customer service features to its automated workflows; Outlook and Office integration to reporting and security. This edition's extensive new coverage includes new chapters on Mobility, the Outlook Client, and Office 2010 integration, as well as greatly expanded coverage of CRM Online. It also contains new or expanded discussions of data visualization, SharePoint Foundation integration, user interface changes, inbuild charts, dashboards, IM and SMS communication support, auditing, no-code workflows, connections, queues, the new WCF-based programming model, UI scripting, and security.
Microsoft® Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM.
Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall ’13, and many features first introduced in Microsoft’s “Polaris” and Update Rollup 12.
You’ll find thorough coverage of Dynamics’ revamped “Flow” interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more.
Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capability–information available in no other book.
Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering
Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed.
Detailed information on how to…
Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly
Use the advanced configuration and customization options that offer you the most value
Take full advantage of Dynamics CRM’s new flow interface and productivity shortcuts
Learn about new add-on features for Dynamics, including MarketingPilot, NetBreeze, and Yammer
Personalize dashboards, activities, calendars, data import/export, and more
Manage leads, opportunities, accounts, contacts, marketing lists, collateral, campaigns, quotes, orders, and invoices
Integrate schedules, cases, contacts, and product/service information
Build powerful automated workflows, processes, and complete solutions
Deliver CRM applications to smartphones and tablets, including iOS devices
Provide watch lists, automatic alerts, and other sales help through InsideView Social Insights
Extend Dynamics CRM with custom plug-ins and add-ons
Integrate Dynamics CRM 2013 with SharePoint, Azure, SQL Server, SRSS, Visual Studio, and .NET Framework
ON THE WEB:
Download all examples and source code presented in this book from
informit.com/title/9780672337031 as it becomes available
Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall ’13, and many features first introduced in Microsoft’s “Polaris” and Update Rollup 12.
You’ll find thorough coverage of Dynamics’ revamped “Flow” interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more.
Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capability–information available in no other book.
Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering
Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed.
Detailed information on how to…
Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly
Use the advanced configuration and customization options that offer you the most value
Take full advantage of Dynamics CRM’s new flow interface and productivity shortcuts
Learn about new add-on features for Dynamics, including MarketingPilot, NetBreeze, and Yammer
Personalize dashboards, activities, calendars, data import/export, and more
Manage leads, opportunities, accounts, contacts, marketing lists, collateral, campaigns, quotes, orders, and invoices
Integrate schedules, cases, contacts, and product/service information
Build powerful automated workflows, processes, and complete solutions
Deliver CRM applications to smartphones and tablets, including iOS devices
Provide watch lists, automatic alerts, and other sales help through InsideView Social Insights
Extend Dynamics CRM with custom plug-ins and add-ons
Integrate Dynamics CRM 2013 with SharePoint, Azure, SQL Server, SRSS, Visual Studio, and .NET Framework
ON THE WEB:
Download all examples and source code presented in this book from
informit.com/title/9780672337031 as it becomes available